SPTS · Insider trading · 13F holders · Congress trades
Spdr Series Trust (SPTS)
Who is buying and selling SPTS: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 101
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SPTS at a glance
- No open-market insider purchases or sales of SPTS were filed in the last 90 days.
- 101 13F filers hold SPTS among their 50 largest positions, worth $2.8B combined. The biggest bets by portfolio weight are OakTrust Wealth Advisors, LLC (12.7%), Independence Wealth Advisors, LLC (12.5%) and Evermay Wealth Management LLC (10.0%). In their latest 13Fs, 2 managers opened a new position and 34 added to one.
- No member of Congress has disclosed a trade in SPTS.
SPTS insider trading
No open-market insider purchases or sales of SPTS were filed in the last 90 days.
Who owns SPTS? Hedge funds and superinvestors
101 13F filers hold SPTS among their 50 largest positions, worth $2.8B combined. The biggest bets by portfolio weight are OakTrust Wealth Advisors, LLC (12.7%), Independence Wealth Advisors, LLC (12.5%) and Evermay Wealth Management LLC (10.0%). In their latest 13Fs, 2 managers opened a new position and 34 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Municipal Employees' Retirement System of MichiganPension fund | 7.3% | $658.1M | 22,686,978 | -19.2% shares | Q2 2026 |
| GLOBALT Investments LLC / GAAsset manager | 9.7% | $282.9M | 9,867,516 | -1.6% shares | Q3 2026 |
| Proficio Capital Partners LLCWealth manager | 7.3% | $202.8M | 6,991,445 | +376.4% shares | Q2 2026 |
| CX InstitutionalWealth manager | 3.8% | $139.9M | 4,878,686 | — | Q3 2026 |
| Evermay Wealth Management LLCWealth manager | 10.0% | $97.4M | 3,358,171 | +8.3% shares | Q2 2026 |
| Flputnam Investment Management CoAsset manager | 0.8% | $66.2M | 2,283,555 | -5.0% shares | Q2 2026 |
| Members Trust CoBank & trust | 1.9% | $61.3M | 2,111,976 | -44.0% shares | Q2 2026 |
| Dagco, Inc.Wealth manager | 10.0% | $57.4M | 2,000,689 | +8.8% shares | Q3 2026 |
| Financial Solutions Advisory Group, Inc.Wealth manager | 6.3% | $49.9M | 1,738,633 | -51.7% shares | Q3 2026 |
| Gerber Kawasaki Wealth & Investment ManagementWealth manager | 1.2% | $49.1M | 1,710,952 | +7.0% shares | Q3 2026 |
| Cape Cod Five Cents Savings BankBank & trust | 4.0% | $48.7M | 1,679,505 | +21.7% shares | Q2 2026 |
| GM Advisory Group, LLCWealth manager | 1.8% | $46.3M | 1,586,304 | -2.9% shares | Q1 2026 |
| Portland Global Advisors LLCWealth manager | 4.2% | $44.1M | 1,521,466 | -12.9% shares | Q2 2026 |
| Acorn Financial Advisory Services Inc /advWealth manager | 5.5% | $41.7M | 1,438,245 | +10.4% shares | Q2 2026 |
| Quent Capital, LLCWealth manager | 2.5% | $41.3M | 1,424,219 | +9.8% shares | Q2 2026 |
| Woodmont Investment Counsel LLCWealth manager | 2.2% | $40.8M | 1,422,832 | +21.5% shares | Q3 2026 |
| Castleark Management LLCInstitutional asset manager | 1.0% | $38.7M | 1,334,080 | +0.0% shares | Q2 2026 |
| HHM Wealth Advisors, LLCWealth manager | 3.8% | $37.7M | 1,298,928 | -0.7% shares | Q2 2026 |
| Alliance Wealth Advisors, LLC /UTWealth manager | 5.9% | $32.1M | 1,118,638 | +13.8% shares | Q3 2026 |
| Triad Wealth Partners, LLCWealth manager | 1.7% | $30.5M | 1,062,996 | +4.7% shares | Q3 2026 |
| Willow Creek Wealth Management Inc.Wealth manager | 2.0% | $30.2M | 1,051,844 | +29.3% shares | Q3 2026 |
| Heartwood Wealth Advisors LLCWealth manager | 2.3% | $29.5M | 1,029,860 | +1.5% shares | Q3 2026 |
| Crane Advisory, LLCWealth manager | 4.1% | $29.0M | 1,014,126 | +1.9% shares | Q3 2026 |
| 1888 Investments, LLCHedge fund | 50.4% | $28.4M | 980,110 | New | Q2 2026 |
| Creative Financial Designs Inc /advInvestment manager | 1.3% | $27.3M | 942,567 | -8.5% shares | Q2 2026 |
| Boston Standard Wealth Management, LLCWealth manager | 3.9% | $27.2M | 948,260 | +5.9% shares | Q3 2026 |
| Independence Wealth Advisors, LLCWealth manager | 12.5% | $26.4M | 921,700 | +127.3% shares | Q3 2026 |
| Nelson Capital Management, LLCWealth manager | 2.8% | $25.1M | 864,508 | -1.8% shares | Q2 2026 |
| WorthPointe, LLCWealth manager | 5.5% | $21.9M | 753,673 | +7.9% shares | Q2 2026 |
| Glen Eagle Advisors, LLCWealth manager | 2.7% | $21.7M | 746,935 | +17.4% shares | Q2 2026 |
The 30 largest of 101 positions, by value. Each manager counts with its latest 13F (Q3 2026: 38, Q2 2026: 60, Q1 2026: 3). Screen SPTS in the grand portfolio →
SPTS stock trades by members of Congress
No member of Congress has disclosed a trade in SPTS.
SPTS questions and answers
Are insiders buying SPTS stock?
No open-market insider purchases or sales of SPTS were filed in the last 90 days.
Which hedge funds own SPTS?
101 13F filers hold SPTS among their 50 largest positions, worth $2.8B combined. The biggest bets by portfolio weight are OakTrust Wealth Advisors, LLC (12.7%), Independence Wealth Advisors, LLC (12.5%) and Evermay Wealth Management LLC (10.0%). In their latest 13Fs, 2 managers opened a new position and 34 added to one.
Has Congress traded SPTS?
No member of Congress has disclosed a trade in SPTS.
Who is the largest holder of SPTS?
Among 13F filers, Municipal Employees' Retirement System of Michigan reports the largest SPTS position, $658.1M (22,686,978 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is OakTrust Wealth Advisors, LLC's: 12.7% of its portfolio.
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